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Company: American Trust Company |
Registration No: CFX10005 |
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Address: 2353 Alexandria Dr. , Suite 100, Lexington, KY, 40504, United States |
View Certificate |
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Web Site: http://www.americantrust.com/wealth |
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Registration Type: Investment Advisor Certification |
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Program: Investment services provided solely in a discretionary trustee capacity for trustee-directed and participant-directed DC plans and individual investors, including discretionary management services under ERISA 3(38). |
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Current Registration Date: 06/10/2023 |
Initial Registration Date: 10/10/2006 |
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Independent Assessment Reports. Click to download and save to your fiduciary file. |
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Registered Sites:
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CEFEX, Centre for Fiduciary Excellence
2 Chatham Center
Pittsburgh, PA 15219
866-390-5080